RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Pass Module Setup Steps:
Use the Pass Type Maintenance program to set up a Pass Type that can be used for tracking all
class attendance figures.
1 Go to Files � Pass � Pass Type Maintenance.
2 Click Add. You will continue to the Pass Type Core Information screen.
3 Press F1 to use the online help to guide you through setting up a pass type to track class attendance.
4 Make sure to select the option labeled Record Class Attendance Aand Fees on the Core Information screen.
5 Fill in all other fields or leave their default settings. Press F1 for field-level Help as necessary.
6 Click Done.
Preparing for Pass Visit Processing:
After you have set up all of your activities/sections to track attendance, created a membership to
use to track attendance, sold passes, and processed the activity enrollments, make sure to also
do the following:
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Visit device linked to the user(s) that will be processing pass visits. Click Change.
3 In the Default Location field, enter or select the location of the class for which you wish to track class
attendance.
4 Click Done.
5 Select the Location device linked to the user(s) that will be processing pass visits. Click Change.
6 In the Facility Location field, enter or select the location of the class for which you wish to track class
attendance.
7 Click Done. You are now ready to being processing pass visits as usual. RecTrac will take care of the rest!
Setting Up Wellness Activity User Codes
1 Go to Files � System � Other Maintenance � User Code Maintenance.
2 Click Add. You will continue to the User Code Core Information screen.
3 Select Fam Mem Feature from the Code Type drop-down list.
4 Enter a User code consisting of five or fewer alphanumeric characters.
For example, BA.
5 Click Next. Enter a description for the User Code.
For example, Credits for your Wellness BA.
6 Click Done. You will return to the User Code File Maintenance Screen.
7 Repeat steps 2–6 for each Wellness User Code that you wish to add.
Note: You must set up as many wellness user codes as you have different credit award systems for.
For example, you have two wellness tracks, Blue Star and Gold Star. The Blue Star program is for enrollees who
are just beginning the wellness program, the Gold Star program is for enrollees who are veterans of the wellness
program. Blue Star enrollees receive a maximum of 2 credits per wellness type, while Gold Star enrollees receive
a maximum of 4 credits per wellness type.
8 Click Exit to return to the Main Menu.
Linking Wellness User Codes to Family Members
1 Go to Files � Activity � Household Maintenance. You will continue to the Activity H/H Update Household
Selection screen.
2 Enter the name of the household whom you wish to set up as a Wellness Incentive program participant. You will
proceed to the Household Listing screen.
3 Highlight the appropriate household and click the Select button. You will continue to the Household Update
screen.
4 Click the Members button on the bottom of the screen.
Vermont Systems, Inc. 39 06/09/08